Experience

Maurice began his career in 1989, and since then has helped clients manage their wealth through good times and bad. He joined UBS in 1991 after 3 years at Merrill Lynch. As one of the top Financial Advisors at UBS, Maurice uses careful assessment, solid planning and supervision, as well as a tailored product mix to address the unique issues faced by each of his clients. In his quest to provide the best service and guidance for his clients, Maurice completed courses to achieve the Certified Investment Management Analyst Designation ,CIMA^®, in 2006 from Wharton School of Business at the University of Pennsylvania. Additionally, he is one of a select few UBS Financial Services' Senior Portfolio Managers.

Mark began his career in the industry and with UBS in 1995 after spending 15 years working for prime government defense subcontractors, reporting to the Department of Energy . As part of the UBS Corporate Employee Financial Services Program, Mark is a Corporate Stock Benefit Consultant and specializes in helping corporate executives, business owners and other professionals manage their personal finances as well as their professional financial lives. With his extensive knowledge of corporate employee stock benefit plans, Mark is able to help clients through portfolio allocation, estate planning and retirement planning.

Paul joined UBS in 2015 after 14 years with Merrill Lynch and Morgan Stanley.  He earned the Certified Investment Management Analyst designation (CIMA) in 2004.  Paul worked in the insurance industry with ING Institutional Markets, helping manage a fixed income spread based portfolio. 

Paul holds a Bachelor's degree in Finance from the University of Denver and currently lives in Denver, Colorado.  He enjoys playing golf, skiing and spending time with his wife Denise, and his two children Kyle and Kiana. 

Karalee began her career in finance at Morgan Stanley in 2009.  She joined UBS in 2014 and brings an invaluable perspective to clients as a Certified Financial Planner^TM .  Having worked with many of the firm's top clients, Karalee specializes in comprehensive wealth management. Through goals analysis and cash flow planning, Karalee is able to deliver to clients the most effective wealth management plan to meet their objectives.

Karalee moved to Colorado in 2008 from the state of Mississippi to earn her MBA in finance and accounting at Regis University. She lives in Highlands Ranch with her husband and four children. 

Michael delivers comprehensive wealth management in longevity planning, wealth transfer strategies, charitable giving strategies and liability management. He also specializes in client cash flow analysis and concentrated stock positions.

Michael graduated from Duke University's Fuqua School of Business while playing on the football team. As a Colorado native, he enjoys skiing, hunting or fishing in his free time.

Patrick is a native of Colorado and has over 18 years experience in the financial service industry.  As a part of the Atlas Financial group, he offers extensive Wealth Management services including but not limited to:  Portfolio Construction, Long-Term planning, Asset Transfer Strategies and Debt Management.

Pat received his education from Fort Lewis College and is an Army veteran with four years of service.  He lives in Colorado with his wife Linda and has two children, Samantha and Liam.  In his free time, he loves to mountain bike and enjoy the outdoors. 

Dawnell started her financial career in trading in 1983 working in over-the-counter, institutional and wholesale trading. She is experienced in the administration of business practices within the financial services industry, and in 2020 she earned the designation of Team Administrator for her diligent work. She joined UBS in 2001 as a Registered Client Service Associate and has been an integral part of Atlas Financial Group ever since.

Dawnell is a native of Colorado, and attended Colorado State University in Fort Collins, CO.  She has three sons - Cody, Carson, and Connor and spends much of her free time with them. She loves to golf and travel.

Christi has been working in the financial industry for over 25 years. She is an intricate part of the team and loves working closely with clients and building new relationships. She has held many different roles throughout her career in the financial industry.  

She has two grown sons and loves to travel, listen to live music and attend sporting events. 

Rochelle started her career in finance at Morgan Stanley in 2020 where she obtained her series 7 and Series 66 licenses. She joined UBS in 2022 as a Registered Client Associate, excited for the opportunity to work with the team. Rochelle enjoys supporting the team with daily operations that allow clients to meet their financial objectives and find financial empowerment.

Rochelle is a Colorado native and attended Colorado State University in Fort Colins, Colorado. She lives in Colorado with her husband and her dog. In her free time, she enjoys playing tennis, reading and traveling.

Ute has been working in the financial industry for over 20 years, including different roles in operations management and client service. She rejoined UBS as a Senior Registered Client Service Associate in 2023 and looks forward to getting to know our wonderful clients.

Ute was born and raised in Berlin, Germany and moved to the United States in 1998, which had been a childhood dream of hers. Denver has been her home since 2016. She is mom to two rescue cats and loves to travel.

Jennifer is a Senior Client Associate who began her career at Meridian Investment Management in 1991 where she was an Administrative Assistant. She later joined UBS Financial Services, Inc. in 1999. Over the past 29 years in the financial services industry, Jennifer has taken pride in providing comprehensive client service and having provide intimate knowledge of the operational aspects of the business, which translates into a superior client experience.

Jennifer was born and raised in Illinois and moved to Colorado in 1980. Outside the office she enjoys traveling, listening to music of all genres, attending outdoor markets, gardening, cooking and entertaining for friends.